Manager, Operational Finance and Analytics

FinTech Collective, LLC; New York (NY); Sur place; USD 125 000 - 135 000; Plein temps

Avantages offerts par ce poste

401(k) plan

Hybrid work model

Office locations in NY/ TX/ PA/ AZ

Résumé du poste

Vestwell in New York City seeks a Manager, Operational Finance and Analytics to own key KPI metrics, ensure data integrity, and maintain a unified reporting framework across the business.

You will partner with the COO to evaluate processes, build business cases, tie operational data to forecasting and revenue analysis, and deliver data-driven recommendations. This role collaborates with data, product, and engineering teams to support reporting processes and strategic decisions.

Qualifications

• 5 years of experience in finance, strategy consulting, or a related role.
• 5 years of experience in quantitative and financial analysis, forecasting, and US GAAP principles
• 3 years of experience with Salesforce, Rippling, Cube, Sage Intacct, Tableau

Responsabilités

• Define metrics, ensure data integrity, and maintain a unified reporting framework.
• Work with the COO to evaluate operational processes using data and performance modeling.
• Develop business cases for operational changes and quantify impacts on efficiency, cost, capacity, and revenue.
• Collaborate with Finance to link operational data to forecasting, capacity planning, and revenue analysis.
• Translate operational issues into structured problems, create analytic frameworks, and provide data-based recommendations.
• Conduct root-cause analyses and implement data-driven solutions.
• Partner with data, product, and engineering teams to ensure data quality and reliable reporting systems.

Connaissances

Finance & strategy experience

Quantitative analysis

US GAAP knowledge

Formation

Bachelor’s degree in finance, economics, or related field

Outils

Salesforce

Rippling

Cube

Sage Intacct

Tableau

Description du poste

Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs.

Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.

Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com

Job Title:

Manager, Operational Finance and Analytics

Job Location:

New York, New York (HQ)

Remote Work Permitted:

No

Annual Salary:

$125,000 Range ($125,000 -$135,000 year)

Job Duties:

Serve as owner of operational KPIs by defining metrics, ensuring data integrity, and maintaining a unified reporting framework. Work with the COO to evaluate operational processes using data and performance modeling. Develop business cases for operational changes and quantify impacts on efficiency, cost, capacity, and revenue. Collaborate with Finance to link operational data to forecasting, capacity planning, and revenue analysis. Translate operational issues into structured problems, create analytic frameworks, and provide databased recommendations. Conduct rootcause analyses and implement datadriven solutions. Partner with data, product, and engineering teams to ensure data quality, accurate metric definitions, and reliable reporting systems. Establish processes for reporting and analytics.

Education Requirements:

Bachelor’s degree, or the foreign equivalent, in finance, economics, or related field.

Experience Requirements:

• 5 years of experience in finance, strategy consulting, or a related role.
• 5 years of experience in quantitative and financial analysis, forecasting, and US GAAP principles
• 3 years of experience with the following (which may have been gained concurrently):
  • Salesforce
  • Rippling
  • Cube
  • Sage Intacct
  • Tableau

Employee Benefits

We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.

Interview Process

Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you’re looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.

For your awareness you will only receive correspondence from [e-mail] any other domain not ending in vestwell.com is not our Recruitment team.

Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.